Factor-Based Stock Portfolios
| Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
|---|---|---|---|
| Dashan Huang | 10 | Monthly | 19.4% |
| Partha Mohanram | 10 | Monthly | 15.2% |
| Meb Faber | 10 | Annual | 18.3% |
| Motley Fool | 10 | Tax Efficient | 13.5% |
| Martin Zweig | 20 | Tax Efficient | 12.8% |
| Peter Lynch | 20 | Monthly | 12.5% |
| Wesley Gray | 10 | Monthly | 12.1% |
| James O'Shaughnessy | 10 | Tax Efficient | 16.1% |
| Validea | 10 | Monthly | 11.5% |
| Patrick O'Shaughnessy | 20 | Monthly | 15.0% |
Factor-Based ETF Portfolios
| Portfolio | Annual Return |
Benchmark |
|---|---|---|
| Factor Rotation - Momentum with Trend | 11.8% | 10.1% |
| Factor Rotation - Composite with Trend | 11.6% | 10.1% |
| Factor Rotation - Momentum | 11.1% | 10.1% |
| Factor Rotation - Composite | 10.8% | 10.1% |
| Factor Rotation - Value | 9.7% | 10.1% |
Analysis of any stock using the proven fundamental models of Buffett, Lynch and other greats..
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Twenty two time-tested portfolios based on proven fundamental strategies and academic research.
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Simple ETF-based portfolios that manage risk and drawdowns.
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